MS has put a collosal amount money into catching up to at least be able to take advantage of the AI wave, that much is clear. Maybe for consumers this will be enough, but R&D wise I don't see them ever being the default choice.
And this is potentially a huge problem for them in the long run, because OS choice by industry is driven by the available tooling. If they lose ML, they could potentially lose traditional engineering if fields like robotics start relying on Linux more heavily.